Portfolio & software consultancy

Investment systems, built with care.

Soju Club Studios partners with asset managers, family offices, and fintech teams to design portfolios and ship the software that runs them — from research stack to risk reporting.

Start a conversation See what we do

What we do

Two practices, one team.

We blend portfolio thinking with engineering practice so strategy and tooling stay aligned. Engagements run from a focused review to a full build-and-operate partnership.

Portfolio advisory

Strategic asset allocation, manager selection, and risk frameworks tailored to your mandate and constraints.

  • Investment policy & SAA
  • Manager & fund due diligence
  • Risk & scenario analysis

Software & data

Pragmatic systems for research, trading, and reporting — from spreadsheet replacement to production-grade platforms.

  • Research & backtesting stack
  • Portfolio & performance reporting
  • Data pipelines & vendor integration

Operating partner

Embedded support for boutique managers who want senior judgement without hiring a full team.

  • Fractional CIO / CTO engagements
  • Quarterly reviews & governance
  • Build, operate, transfer

Our products

Software we build — and stand behind.

Alongside our advisory work, we develop products for the problems we kept seeing on engagements. Both are in active use with our clients today.

Tax modeling Available now

Strata

Model your full tax picture — every entity, in one place.

A desktop-style modeling environment for households and small firms that juggle multiple entities — businesses, rentals, partnerships, and personal returns. Build linked sheets the way you would in a spreadsheet, and watch federal and state outcomes update as assumptions change. Data stays on your machine.

  • Linked sheets with formulas, cross-sheet references, and reusable variables
  • Roll up businesses, rentals, and personal returns into a single household view
  • Federal and state brackets with side-by-side what-if scenarios
Request a demo See full feature list →
AI · Deductions Early access

Deductly

Turn the content you already make into the deductions you’re owed.

Deductly uses AI to scan content across social media, cloud storage, and messaging — receipts, meals, mileage, gear, travel — and surfaces substantiated, audit-ready deductions for creators and small businesses.

  • Auto-classifies posts, photos, and receipts
  • Generates a documented evidence trail per claim
  • Exports to your accountant or filing software
Join the waitlist How Deductly works →

How we work

Considered, transparent, hands-on.

Every engagement starts with listening. We agree on what success looks like, then move in short, reviewable stages so you stay in control of scope and cost.

  1. 01

    Discover

    Stakeholder interviews, portfolio & systems audit, gap analysis.

  2. 02

    Design

    Target operating model, allocation framework, technical architecture.

  3. 03

    Deliver

    Implementation in milestones — portfolio changes, software releases, training.

  4. 04

    Steward

    Ongoing reviews, monitoring, and second-pair-of-eyes on big decisions.

About

A small firm of investors and engineers.

Soju Club Studios (SCC) was founded in [YEAR] by [Founder] and [Founder] after seeing too many investment teams forced to choose between strategy advice and technology delivery. We believe the two are inseparable — and we hire for both.

Our team has worked at [reference firm], [reference firm], and [reference firm]. We hold ourselves to fiduciary standards even where we are not legally required to.

  • [CFA]
  • [CAIA]
  • [ISO 27001]
  • [SOC 2]

Selected work

Recent engagements.

A snapshot of what we’ve built and advised on. Full case studies available on request.

Portfolio advisory

[Multi-asset framework for a family office]

Rebuilt the SAA, introduced a private-markets sleeve, and reset the risk dashboard.

[Europe] · [2024]

Software

[Research platform for a systematic manager]

Replaced a sprawl of notebooks with a versioned research stack and live monitoring.

[North America] · [2024]

Operating partner

[Fractional CIO for an emerging boutique]

Quarterly investment committee, manager DD, and reporting infrastructure.

[APAC] · [Ongoing]

Get in touch

Tell us what you’re working on.

We reply to every enquiry within two business days. Send us a note using the form and we’ll be in touch.